Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Cap Wld G&I R4 Registered Investment Company in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $4.4M |
| 2 | COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE GA | 694 | $29.9M | $1.0M |
| 3 | TWOS COMPANY, INC. TWO'S COMPANY, INC. 401K PROFIT SHARING PLAN |
ELMSFORD NY |
| 150 |
| $15.8M |
| $733K |
